Privacy Policy  |  SS.01.PP  |  Revised 09.27.2024

Policy Statement:

Source One Financial Services Inc. (referred to herein as “we”, “our”) considers the privacy of our clients, potential clients, the customers of our clients, visitors to our website, and other individuals with whom we communicate (www.source1financial.com) to be of the utmost importance. This Privacy Policy outlines the types of personal information collected through interactions with you, both on this website and elsewhere, and how we use that information.

 

Information Source One May Collect

• We collect information in several ways:

• When you visit our website

• Complete forms on our website

• Provide information telephonically

• Engage with us during business transactions

• Subscribe to newsletters or blogs

• Interact with us via social media

 

In addition to the above, we may collect the Internet Protocol (IP) address used to connect your computer to the Internet, login details, e-mail address, password, computer and connection information, and purchase history. We may use software tools to collect session information, such as page response times, length of visits to certain pages, and methods used to browse away from the page.

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Information You Directly Provide to Us

• This may include:

• Name

• Email address

• Mailing address

• Phone number

• Payment details (credit card information)

• Comments, feedback, product reviews, and personal profiles

 

In connection with business transactions, additional information such as your social security number or financial information may be collected.

 

Log Files

Our website utilizes log files, a standard practice used by hosting companies for analytics purposes. These files may collect:

• IP addresses

• Browser type

• Internet Service Provider (ISP)

• Date/time stamp

• Referring/exit pages

• Number of clicks

 

This information is used to analyze trends, administer the site, track user movement around the site, and gather demographic information. None of this information is linked to any personally identifiable information.

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Cookies and Web Beacons

We use cookies to store information about visitors’ preferences and to record user-specific data on pages visited. Cookies help us personalize or customize our website content based on the user's browser type or other information sent by the browser. These cookies may be session cookies that expire when the browser is closed or persistent cookies that remain on the user’s hard drive.

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User Information

We may collect personal information from third parties, such as credit bureaus or affiliates. We also use a variety of technologies that automatically collect information whenever you visit or interact with us, including:

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• Browser type

• Operating system

• Software version

• IP address or other unique device identifiers

• Device location

 

This data may be collected through cookies, web beacons, or other mechanisms, and used to track website performance and personalize your experience.

 

Advertising Partners

Some of our advertising partners may use cookies and web beacons on our website. These third-party ad networks automatically receive your IP address when you interact with their advertisements. Other technologies like cookies, JavaScript, or web beacons may also be used to measure ad effectiveness or personalize content. We have no control over third-party cookies and recommend reviewing their privacy policies for more information.

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Other Third-Party Service Providers

We may use third-party services to improve your experience on our website or help us make business decisions. These providers may collect your information through cookies or other mechanisms.

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How Source One Uses Your Information

• To improve customer service and respond to service requests

• To process transactions, including loan prequalification or other financial activities

• To send periodic emails with updates about products, services, or your loan status

• To assist in connecting you with companies offering products or services of interest

 

Financial and Personal Information Security

We save personal financial information, such as social security numbers or credit card details, on secure servers. Access to this information is restricted to authorized personnel and affiliates. We may disclose personal financial information to government agencies to fulfill legal requirements.

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Sharing Non-Public Information

We may share non-public information with third parties performing services on our behalf, provided they agree to keep the information confidential. Information may also be shared to comply with the law, protect rights, or for marketing purposes.

 

Do Not Track Disclosures

We do not track customers across third-party websites and therefore do not respond to Do Not Track (DNT) signals. However, third-party service providers or advertisers may track your browsing activities.

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Consent

By using our website or engaging in transactions with us, you consent to our privacy policy and its terms.

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Additional Information for California Residents

California residents have the right to request details about personal information shared with third parties for marketing purposes. Requests must be submitted in writing and include your name, registration (email address), the site visited, and a return address.

 

Note: Our website is hosted on the Wix.com platform, which securely stores your data on servers protected by firewalls. We may contact you via email, phone, or text messages for account updates, issue resolution, or other company communications.

 

Contact

We may contact you to provide account-related notifications, troubleshoot issues, resolve disputes, collect payments, conduct surveys, send updates about our company, or for other necessary communications related to enforcing our User Agreement, applicable laws, and any other agreements we have with you. For these purposes, we may reach out to you via email, phone, text messages, or postal mail.

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We reserve the right to modify this Privacy Policy at any time, so please review it periodically. Changes will take effect immediately upon posting on our website. If we make significant updates to this policy, we will notify you here to keep you informed about the information we collect, how we use it, and under what circumstances, if any, we disclose it.

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If you would like to access, correct, amend, or delete any personal information we have about you, please contact us via email at support@source1financial.com, call us at 952-830-9310 or send us mail at Source One Financial Services, 16233 Kenyon Ave Suite 230, Lakeville, MN 55044 USA.

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